Alcon ACL

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    1. Money Lessons From Baseball

      Headlines

      Fri, 17 Oct 2014

      Alcon benefits from leadership positions across eye care.

    2. Blockbusters Differentiate Novartis

      Headlines

      Fri, 5 Sep 2014

      next 10 years, but it also extends the life cycle of in-house products as patents expire. Further, the acquisition of Alcon in 2011 greatly boosts Novartis' consumer and drug segments with additional sales from the fast-growing eye-care business

    3. Novartis Posts Slightly Weak 2Q, but Margin Gains From Restructurings Reinforce Wide Moat

      Commentary

      Thu, 17 Jul 2014

      psoriasis drug AIN457 and hypertension drug LCZ696) will largely offset the patent losses. Novartis' eye-care business ( Alcon ) and generics unit (Sandoz) should help mitigate the patent losses as well.

    4. Novartis Posts Slightly Weak 1Q as Generics Weigh on Growth, but No Fair Value Change

      Commentary

      Thu, 24 Apr 2014

      be facing increased competition over the next several quarters. Outside the drug group, both the eye-care division of Alcon and the generic division of Sandoz posted gains of 6% and 4%, respectively, versus the prior-year period. We expect

    5. Nestle Swaps L'Oreal Stake for Skin Care Business; We Like the Firm's Moves into Health and Wellness

      Commentary

      Tue, 11 Feb 2014

      deal are strategic acquisitions in the health and wellness space, and debt repayment. When Nestle sold its 52% stake in Alcon in 2010, it used the cash to cut its debt levels. Total debt/EBITDA fell from 1.5 times at the end of 2009 to 0

    6. Novartis Posts Slightly Weak 3Q as Manufacturing Costs Continue, but No Change to Fair Value

      Commentary

      Thu, 25 Oct 2012

      Outside the drug group, Novartis' remaining divisions posted slight declines, with the exception of a minor gain at the Alcon group. We believe manufacturing issues are weighing on consumer and generic drug sales. While resolutions to manufacturing

    7. Simplicity Is a Virtue for This Fund

      Video Reports

      Thu, 21 Jun 2012

      always has regulatory challenges from the payers. But the firm has a really superb franchise in its eye-care business, Alcon . Its pharmaceutical business is doing quite well. So when you look with the cash flows that the business generates, it

      Alcon found at 10:25

      But the firm has a really superb franchise in its eye-care business, Alcon . Its pharmaceutical business is doing quite well. So when you look with the cash flows that the business generates, it's really trading
    8. Nestle Scores in Deal to Acquire Pfizer's Nutrition Business

      Commentary

      Mon, 23 Apr 2012

      growth opportunity is reflected in the rich multiple Nestle is paying for the investment. When Nestle sold its stake in Alcon to Novartis NVS for $28 billion pretax, we argued that it should invest the cash in extending its footprint in emerging

    9. BBH Core Select 2nd Quarter 2011 Commentary

      Headlines

      Wed, 20 Jul 2011

      billion acquisition of eye-care leader Alcon (0.0%)*, Johnson & Johnson announced ..... On balance, we view the Novartis/ Alcon and Johnson & Johnson/Synthes transactions ..... arbitrage activity relating to the Alcon merger. In June, after Novartis’s share price had rallied

    10. Healthcare on the Rebound

      Headlines

      Fri, 18 Mar 2011

      attractive 1.1 price/sales ratio. Alcon , Inc . ( ACL ) : The largest specialty eye care company in the world, Alcon ($49 billion market cap) has ..... base in Texas. <PAGEBREAK> Alcon gets high marks from my Warren Buffett

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